PANW icon

Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
951
P.J. Schmidt Investment Management (PJS)
Wisconsin
$918K +$19K +150 +2%
HT
952
Headlands Technologies
Illinois
$905K +$905K +7,722 New
MAS
953
Meeder Advisory Services
Ohio
$896K -$165K -1,404 -16%
ESB
954
Essex Savings Bank
Connecticut
$896K -$45.5K -388 -5%
RAM
955
Robocap Asset Management
United Kingdom
$886K -$116K -992 -12%
FCBT
956
First Citizens Bank & Trust
North Carolina
$885K -$1.17K -10 -0.1%
RSWM
957
Robertson Stephens Wealth Management
California
$881K +$469K +4,002 +114%
CW
958
CreativeOne Wealth
Kansas
$881K -$448K -3,820 -34%
FCA
959
FLC Capital Advisors
California
$876K – – –
EF
960
Empowered Funds
Pennsylvania
$874K -$756K -6,452 -46%
GL
961
Graypoint LLC
New York
$874K +$87.7K +748 +11%
HH
962
Hilltop Holdings
Texas
$872K +$46.7K +398 +6%
BAM
963
Bayshore Asset Management
Florida
$871K – – –
BM
964
Brandywine Managers
Delaware
$869K – – –
WSC
965
Wellington Shields & Co
New York
$865K +$106K +908 +14%
AWA
966
Alta Wealth Advisors
Massachusetts
$859K -$52.3K -446 -6%
WANY
967
Wealthspire Advisors (New York)
New York
$859K +$127K +1,084 +17%
MBTD
968
Mechanics Bank - Trust Department
California
$858K +$176K +1,504 +26%
FA
969
FDx Advisors
Illinois
$848K -$524K -4,470 -38%
PWM
970
Perigon Wealth Management
California
$848K -$463K -3,950 -35%
FA
971
Faithward Advisors
Pennsylvania
$841K -$19.9K -156 -2%
IIA
972
Integral Investment Advisors
California
$840K +$4.69K +40 +0.6%
YC
973
Yarbrough Capital
Tennessee
$840K – – –
HCM
974
Hollencrest Capital Management
California
$835K -$45K -384 -5%
TAM
975
Trust Asset Management
Texas
$829K – – –
37 38
39
40 41